The traditional 4% rule for retirement withdrawals is facing scrutiny as financial experts push for more dynamic strategies.

These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement isn’t merely about leaving the workforce; it’s about moving toward ...

Orson Welles once said, “If you want a happy ending, that depends of course, on where you stop your story.” Retirement planning often centers on “The Number” — how much monthly income or total wealth ...

If you're like many people in their 20s and 30s, you've put off thinking about retirement because it seems so far away. And while some Gen X and Gen Yers have started worrying about being prepared for ...

If your idea of the perfect retirement is to enjoy leisurely mornings, you’ll need to start preparing ahead of time. Retirement planning starts while you’re still working. No matter how old you are, ...

Prudential’s 2025 Global Retirement Pulse Survey, released Monday, is the first international edition of the company’s ...

Retirement planning can feel overwhelming, but what if taking just one step could improve your outlook? That's the idea behind The Next Step, Financial Planning's newest series. We're inviting ...

Term Care Awareness Month' by offering financial tips to adults simultaneously taking care of their parents and children.